He Equipment Services Stock Performance
| HEES Stock | USD 59.33 0.94 1.56% |
On a scale of 0 to 100, HE Equipment holds a performance score of 10. The company owns a Beta (Systematic Risk) of 2.51, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, HE Equipment will likely underperform. Please check HE Equipment's standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether HE Equipment's current price history will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in HE Equipment Services are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak technical and fundamental indicators, HE Equipment unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.56) | Five Day Return 3.87 | Year To Date Return 14.51 | Ten Year Return 69.51 | All Time Return 295.01 |
Forward Dividend Yield 0.0183 | Payout Ratio 0.2094 | Forward Dividend Rate 1.1 | Dividend Date 2024-12-13 | Ex Dividend Date 2024-11-29 |
1 | Disposition of 2035 shares by John Engquist of HE Equipment at 46.0 subject to Rule 16b-3 | 09/06/2024 |
| HE Equipment dividend paid on 13th of September 2024 | 09/13/2024 |
2 | Disposition of 6219 shares by John Engquist of HE Equipment at 55.42 subject to Rule 16b-3 | 09/27/2024 |
3 | HE Rentals Announces 2024 Third Quarter Earnings and Conference Call Date | 10/22/2024 |
4 | HE Q3 2024 Earnings Preview | 10/28/2024 |
5 | HE Rentals Reports Third Quarter 2024 Results | 10/29/2024 |
6 | HE Equipment Services Third Quarter 2024 Earnings EPS Misses Expectations | 10/30/2024 |
7 | Does HE Equipment Services Have A Healthy Balance Sheet | 11/12/2024 |
| Begin Period Cash Flow | 81.3 M |
HEES |
HE Equipment Relative Risk vs. Return Landscape
If you would invest 4,815 in HE Equipment Services on August 30, 2024 and sell it today you would earn a total of 1,118 from holding HE Equipment Services or generate 23.22% return on investment over 90 days. HE Equipment Services is currently generating 0.3615% in daily expected returns and assumes 2.6809% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than HEES, and 93% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
HE Equipment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HE Equipment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HE Equipment Services, and traders can use it to determine the average amount a HE Equipment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1348
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.68 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average HE Equipment is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HE Equipment by adding it to a well-diversified portfolio.
HE Equipment Fundamentals Growth
HEES Stock prices reflect investors' perceptions of the future prospects and financial health of HE Equipment, and HE Equipment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HEES Stock performance.
| Return On Equity | 0.26 | ||||
| Return On Asset | 0.057 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 3.92 B | ||||
| Shares Outstanding | 36.61 M | ||||
| Price To Earning | 184.71 X | ||||
| Price To Book | 3.69 X | ||||
| Price To Sales | 1.45 X | ||||
| Revenue | 1.47 B | ||||
| Gross Profit | 555.16 M | ||||
| EBITDA | 672.5 M | ||||
| Net Income | 169.29 M | ||||
| Cash And Equivalents | 278.83 M | ||||
| Cash Per Share | 7.80 X | ||||
| Total Debt | 1.61 B | ||||
| Debt To Equity | 4.33 % | ||||
| Current Ratio | 3.02 X | ||||
| Book Value Per Share | 16.54 X | ||||
| Cash Flow From Operations | 405.48 M | ||||
| Earnings Per Share | 3.88 X | ||||
| Market Capitalization | 2.21 B | ||||
| Total Asset | 2.64 B | ||||
| Retained Earnings | 347.97 M | ||||
| Working Capital | 207.81 M | ||||
| Current Asset | 228.76 M | ||||
| Current Liabilities | 1.15 B | ||||
About HE Equipment Performance
Assessing HE Equipment's fundamental ratios provides investors with valuable insights into HE Equipment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the HE Equipment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 51.13 | 60.46 | |
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | 0.11 | 0.09 | |
| Return On Assets | 0.06 | 0.07 | |
| Return On Equity | 0.32 | 0.33 |
Things to note about HE Equipment Services performance evaluation
Checking the ongoing alerts about HE Equipment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HE Equipment Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 80.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: Does HE Equipment Services Have A Healthy Balance Sheet |
- Analyzing HE Equipment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HE Equipment's stock is overvalued or undervalued compared to its peers.
- Examining HE Equipment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HE Equipment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HE Equipment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HE Equipment's stock. These opinions can provide insight into HE Equipment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for HEES Stock Analysis
When running HE Equipment's price analysis, check to measure HE Equipment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HE Equipment is operating at the current time. Most of HE Equipment's value examination focuses on studying past and present price action to predict the probability of HE Equipment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HE Equipment's price. Additionally, you may evaluate how the addition of HE Equipment to your portfolios can decrease your overall portfolio volatility.